Ci Private Wealth, LLC Davis Fundamental ETF Tr Transaction History
Ci Private Wealth, LLC
- $62.5 Billion
- Q3 2025
Shares
4 transactions
Others Institutions Holding DUSA
# of Institutions
73Shares Held
14.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.15MShares$199 Million0.01% of portfolio
-
Chris Davis Davis Selected Advisers | Tucson, Az3.38MShares$162 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$49.9 Million0.0% of portfolio
-
Kestra Advisory Services, LLC902KShares$43.2 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC688KShares$33 Million0.01% of portfolio